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228 hedge funds and large institutions have $2.34B invested in Sony in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0.45% less ownership

Funds ownership: 33.47%33.02% (-0.45%)

2% less funds holding

Funds holding: 232228 (-4)

14% less call options, than puts

Call options by funds: $32M | Put options by funds: $37.2M

16% less capital invested

Capital invested by funds: $2.79B → $2.34B (-$446M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
41
Increased
53
Reduced
80
Closed
41
Calls
$32M
Puts
$37.2M
Net Calls
-$5.19M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TM
226
Thrax Management
New York
-$4.51M -679,000 Closed
GCP
227
Garelick Capital Partners
Massachusetts
-$4.18M -630,000 Closed
Credit Agricole
228
Credit Agricole
France
-$1.54M -232,340 Closed
LOAMU
229
Lombard Odier Asset Management (USA)
New York
-$996K -150,000 Closed
BIT
230
BlackRock Institutional Trust
California
-$905K -136,320 Closed
CS
231
Credit Suisse
Switzerland
-$849K -127,920 Closed
VKH
232
Virtu KCG Holdings
New York
-$587K -88,340 Closed
PG
233
PEAK6 Group
Illinois
-$405K -66,695 Closed
BFM
234
Boothbay Fund Management
New York
-$424K -63,870 Closed
RJFSA
235
Raymond James Financial Services Advisors
Florida
-$422K -63,580 Closed
QIM
236
Quantitative Investment Management
Virginia
-$405K -61,000 Closed
JG
237
Jefferies Group
New York
-$382K -57,570 Closed
RCM
238
RNC Capital Management
California
-$377K -56,770 Closed
QT
239
Quantbot Technologies
New York
-$364K -54,920 Closed
Squarepoint
240
Squarepoint
New York
-$330K -49,680 Closed
DTL
241
Dynamic Technology Lab
Singapore
-$307K -46,185 Closed
Twin Tree Management
242
Twin Tree Management
Texas
-$264K -39,685 Closed
ATIA
243
American Trust Investment Advisors
New Hampshire
-$260K -39,200 Closed
CIBC World Market
244
CIBC World Market
Ontario, Canada
-$251K -37,765 Closed
ONB
245
Old National Bancorp
Indiana
-$237K -35,630 Closed
BCM
246
Bayesian Capital Management
New York
-$232K -35,000 Closed
PSUF
247
People's United Financial
Connecticut
-$225K -33,860 Closed
Pacer Advisors
248
Pacer Advisors
Pennsylvania
-$222K -33,390 Closed
BRWA
249
B. Riley Wealth Advisors
Florida
-$222K -33,320 Closed
RBC
250
Ronald Blue & Co
Georgia
-$210K -31,550 Closed

SONY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2016, worth a combined $2.34B — down 16% from $2.79B a quarter earlier.

Fund positioning in SONY was balanced in Q4 2016: 41 funds opened new positions, 41 closed out, 53 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.4M. The largest seller was Shannon River Fund Management, exiting entirely with an estimated $24.8M sold.

  • 228 institutional investors held Sony (SONY) as of Q4 2016, down from 232 in Q3 2016.
  • Funds reported $2.34B of Sony stock for Q4 2016, down 16% quarter-over-quarter.
  • 41 funds opened new Sony positions in Q4 2016 and 41 closed out, a net change of 0 holders.
  • The largest Sony buyer in Q4 2016 was Fidelity Investments, an estimated $28.4M added.
  • The largest Sony seller in Q4 2016 was Shannon River Fund Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2016.